Lithia Motors shares owned by Creative Planning
Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Lithia Motors
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Quarterly reported holdings in Lithia Motors by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.8M | 13k | 290.49 |
| 2026-03-31 | $1.3M | 5.1k | 249.74 |
| 2025-12-31 | $1.3M | 4.1k | 332.34 |
| 2025-09-30 | $788k | 2.5k | 316.01 |
| 2025-06-30 | $689k | 2.0k | 337.82 |
| 2025-03-31 | $611k | 2.1k | 293.58 |
| 2024-12-31 | $627k | 1.8k | 357.44 |
| 2024-09-30 | $526k | 1.7k | 317.64 |
| 2024-06-30 | $397k | 1.6k | 252.45 |
| 2024-03-31 | $478k | 1.6k | 300.87 |
| 2023-12-31 | $493k | 1.5k | 329.29 |
| 2023-09-30 | $522k | 1.8k | 295.32 |
| 2023-06-30 | $547k | 1.8k | 304.12 |
| 2023-03-31 | $318k | 1.4k | 228.94 |
| 2022-12-31 | $238k | 1.2k | 204.75 |
| 2017-06-30 | $48k | 507 | 94.67 |
| 2017-03-31 | $51k | 599 | 85.14 |
| 2016-12-31 | $49k | 507 | 96.65 |
| 2016-09-30 | $0 | 2 | 0.00 |
| 2016-06-30 | $13k | 181 | 71.82 |
| 2016-03-31 | $26k | 292 | 89.04 |
| 2015-12-31 | $45k | 415 | 107.94 |
| 2015-09-30 | $20k | 189 | 105.82 |
| 2015-03-31 | $37k | 375 | 98.67 |
| 2014-12-31 | $93k | 1.1k | 86.51 |
| 2014-09-30 | $81k | 1.1k | 75.35 |
| 2014-06-30 | $101k | 1.1k | 93.95 |
| 2014-03-31 | $78k | 1.2k | 66.38 |
| 2013-12-31 | $75k | 1.1k | 69.77 |
| 2013-09-30 | $46k | 625 | 73.60 |
| 2013-06-30 | $4.0k | 75 | 53.33 |
| 2012-12-31 | $12k | 322 | 37.27 |
| 2012-09-30 | $17k | 522 | 32.57 |
| 2012-06-30 | $6.0k | 247 | 24.29 |